Long Pond Capital’s CubeSmart CUBE Stock Holding History

Long Pond Capital’s Portfolio CUBE Stock Details CUBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16M	Buy	435,429 +88,501	+26%	+$3.4M	1.52%	22
2025 Q4	$12.5M	Buy	+346,928	New	+$13.2M	1.47%	22
2025 Q2	–	Sell	-1,108,821	Closed	-$47.4M	–	30
2025 Q1	$47.4M	Buy	+1,108,821	New	+$46.3M	3.08%	15
2023 Q4	–	Sell	-1,592,931	Closed	-$60.7M	–	33
2023 Q3	$60.7M	Buy	+1,592,931	New	+$67.2M	3.47%	11

Other funds holding CUBE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Long Pond Capital's CUBE Position: Q1 2026 in Review

Long Pond Capital increased its CubeSmart (CUBE) stake by 26% in Q1 2026, buying an estimated $3.4M and bringing the position to 435,429 shares worth $16M. The position accounts for 1.52% of the portfolio, ranked #22.

Long Pond Capital first reported a position in CUBE in Q3 2023 and has held it in 4 quarters since. The position peaked at $60.7M in Q3 2023. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Long Pond Capital held 435,429 shares of CubeSmart worth $16M as of Q1 2026.
Long Pond Capital bought 88,501 CubeSmart shares in Q1 2026, an estimated $3.4M.
CubeSmart made up 1.52% of Long Pond Capital's portfolio in Q1 2026, its #22 holding.
Long Pond Capital first reported a position in CubeSmart in Q3 2023 and has held it in 4 quarters since.
Long Pond Capital's CubeSmart position peaked at $60.7M in Q3 2023.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Long Pond Capital's 13F filing for Q1 2026, filed 14 May 2026.